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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,004 | $92,684-32.0% | $82,706-23.8% | $134,509-53.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -18.82% | 945.84%-964.7pp | 701.76%-720.6pp | 418.13%-437.0pp |
| Employer contribution / active EE | $4,695 | $3,272+43.5% | $3,007+56.1% | $4,741-1.0% |
| Participant deferral / active EE | $6,549 | $4,800+36.4% | $4,394+49.1% | $6,400+2.3% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |